Timothy Potts
NEW- Phone:
- +15098228242
- Type:
- WARM_CLIENT
- Source:
- Past clients.xlsx
- Last Contact:
- 2026-08-12
- Licensed State:
- ✓
Qualification Scores
IUL
0
Term
0
FE
0
FIA
0
Carrier Recommendations
Pre-Call Brief
Update Stage
Danger Zone
Permanently removes lead, conversations, and drip history.
Notes
Conversation
2
Hey Timothy! Just thinking about you and wanted to check in — how's everything going with your coverage? Anything changed in your world, or is everything still working the way we set it up?
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Hey Timothy! Been a minute—wanted to check in and see how that coverage we set up is treating you. Everything still working the way you need it to?
Also, if you know anyone who's been meaning to sort out their insurance, I'd love to help them like I helped you. 👍
Reply STOP to opt out.
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